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General Investing >> Money Manager Interviews >> July 12, 2019

Actively Managing Funds of Funds with Analytical Software

Miller, Kevin R.
Kevin R. Miller is Chief Executive Officer of Systelligence, LLC and Portfolio Manager of The E-Valuator Risk Managed Strategy Funds. Mr. Miller is responsible for the investment oversight of the six E-Valuator Risk Managed Strategy — RMS — mutual funds. His career in the securities industry began in 1986 as a registered representative assisting individual clients and qualified plans with the proper asset selection and allocation. In 1997, Mr. Miller launched an open architecture platform of investments to expand access to some of the best investments in the industry. In 2007, he wrote and programmed The E-Valuator investment analytical software. The software proved to be a game changer for his clients, which drove him to create a software company, The E-Valuator, LLC, in 2011. This software is the driving force behind the investment analytics involved with The E-Valuator Risk Managed Strategy Funds. Today, The E-Valuator investment analytical software is sold as a planning tool to advisers throughout the United States. In February 2012, Mr. Miller launched The E-Valuator Risk Managed Strategy collective trust funds. The superior performance generated by these collective trust funds, as well as client demand, drove him to transition these funds from collective trust funds into 1940 Act mutual funds in May 2016. He is a graduate of Northern State University where he earned a B.S. in business management and marketing, and has obtained multiple industry designations over his 30-plus years in the industry. Mr. Miller is a frequent speaker at investment conferences across the United States and has appeared in multiple trade journals, including The Wall Street Journal, Investment News and FA Magazine. Profile
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TWST: Can you briefly go over The E-Valuator investments technique that you have and your overall approach? Can you provide an update since we spoke in

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